Life Events

Every stage of life has its own financial needs and concerns. The life events can help you target the key financial strategies and issues that are likely to be most important to you in this stage of your life.

Calculators

Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

Certified Financial Planner Board of Standards Inc. owns the marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

To ensure compliance with the requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained within (including the attachments) is not intended or written to be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or tax-related matter[s]. To provide you with a communication that could be used to avoid penalties under the Internal Revenue Code will necessarily entail additional investigations, analysis and conclusions on our part.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, FL, GA, IL, IN, KY, MD, MA, MT, NJ, NM, NY, NC, OK, PA, SC, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

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